2023 Form 5500 filing — Private Client Select Insurance Services LLC 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015083812NAL0014257619001) for Private Client Select Insurance Services LLC 401(K) Retirement Plan, reported by Private Client Select Insurance LLC under EIN 88-4200069 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$72.6MReported net assets$72,557,945
Participants386
Provider compensation$2.6K1 Schedule C row(s)$2,605
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015083812NAL0014257619001
- Plan sponsor
- Private Client Select Insurance LLC
- EIN
- 88-4200069
- Plan number
- 001
- Location
- Berkeley Heights, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$72.6M total assets
Net assets$72.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $72,557,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,557,945
- Employer contributions
- $1,510,624
- Participant contributions
- $1,422,330
- Total income / additions
- $7,451,336
- Benefits paid
- $2,354,646
- Administrative expenses
- $2,605
- Total expenses
- $2,357,251
- Net increase / (decrease)
- $5,094,085
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,605 | $0 |